Market Insight
Equities, Bonds and MPS Positioning Update

This Article was Written by: Rory Maguire - Fundhouse
Market Insights
The past week has seen a sharp sell-off across equity markets, with several major markets recording their biggest daily losses since the early days of the pandemic. These large falls have dominated the headlines. Equally, within equity markets, the focus has been on those companies and countries most involved in global trade, such as the technology and consumer-related firms that either sell products in the US market or form part of the supply chains that bring these products to the US. However, the market sell-off over the last week has been broad-based, with virtually no sectors avoiding losses. This reflects the major policy shift by the US government to impose tariffs on most countries. To read the full article, including our views and model portfolio positioning, please register/login to our adviser portal here.
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Risk Warning
This article is provided for information purposes only. All material(s) have been obtained from sources believed to be reliable, but accuracy is not guaranteed. The views and opinions expressed are the views of Fundhouse and are subject to change based on market and other conditions. Fundhouse is the trading name of Fundhouse Bespoke Limited. Fundhouse provides investment management services to professional clients and does not provide financial advice. Importantly, this note does not represent investment advice, and any reader should always speak to their financial adviser before making any investment decisions. Please note that the value of any investment may go down as well as up, and you may lose capital when investing, and the value of your investments may not always increase. Please ensure that you are comfortable bearing financial losses and that you are comfortable taking a long-term investment view of five years or more.
